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Most Frequently Asked Questions
You’ll need to complete a new application. However, if we’ve already cleared a cheque in your name, and the ID we have on file has not expired, there’s no need to resend these items.
Simply complete and mail a Registered Plans Transfer Form if it is a registered account such as an RRSP, RRIF, or TFSA. Or, if have a non-registered trading account, complete and mail in an Authorization to Transfer Account Form. You must include a photocopy of your most recent account statement from the delivering institution. We will do the rest!
Yes, please call us for assistance.
NOTE: When calculating that value of overall contribution, we will need you to provide a price per share in the context of the market. This means that the price per share chosen must be a price traded for that security on the day the in-kind contribution is completed.
Yes, our equity trade commission of $8.88 is available to everyone regardless of account size or trading activity.
To avoid quarterly administration fees, please ensure you meet at least one of the following criteria:
- You have at least $15,000 in your collective accounts OR
- You have set up a pre authorized contribution (PAC) of at least $100 per month OR
- You have completed at least two trades during the quarter
This fee does not apply to clients who have had their Credential Direct account for less than six months.